Klingman & Associates
Klingman & Associates, LLC Finance iPhoneiPadiPod touchApple Watch
Klingman & Associates is a free Finance app for iPhone and iPad by Klingman & Associates, LLC. Requires iOS 10.0. Updated December 19, 2024.
- Price
- Free
- on the App Store
- Size
- 65 MB
- Age 17+
- Updated
- Dec 19
- 2024 · v2.0.1309696
Screenshots
About Klingman & Associates
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more!
What’s new
Version 2.0.1309696 · Updated December 19, 2024
Updated features
App privacy
The developer, Klingman & Associates, LLC, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
Alternatives to Klingman & Associates
Looking for apps like Klingman & Associates? Here are 6 similar apps on the App Store. The highest rated is Kingsbridge Wealth Management (5.0/5), and all 6 are free to download.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Klingman & Associates | – | Free | December 19, 2024 | |
| Three Bearings FA | – | Free | Nov 15, 2023 | Compare |
| Kingsbridge Wealth Management | 5.0 / 5 (1) | Free | Dec 2, 2023 | Compare |
| Pitcairn Mobile | – | Free | Apr 1, 2024 | Compare |
| Legacy JSA Portal | 5.0 / 5 (4) | Free | Feb 12, 2025 | Compare |
| Keebeck Wealth Management | 5.0 / 5 (1) | Free | Oct 13, 2025 | Compare |
| SMI Private Client | 5.0 / 5 (1) | Free | Oct 28, 2023 | Compare |